Some more pain left in mid and smallcap companies; largecap valuations attractive: Sampath Reddy
Sampath Reddy, Founder & CIO of Azurean Investment Managers, highlights the attractiveness of large private sector banks amidst current market conditions. He cautions against mid and smallcap segments due to elevated valuations and higher risks. Reddy also notes the strong performance and potential earnings growth in capital market plays but advises caution if market becomes bearish....
Read more about largecap valuations (Economic Times)Stock & Sectors Best For Investors Amid High Market Volatility | Sampath Reddy | Business News
Sampath Reddy suggests that investors should focus on defensive sectors such as healthcare, consumer staples, and utilities during periods of high market volatility. These sectors...
Watch video on sector strategy (YouTube)Wait and watch! Don’t jump the gun on Indian IT companies: Sampath Reddy
Sampath Reddy, Founder & CIO of Azurean Investment Managers, shares his insights on the current market trends. He discusses the impact of DII and FII investments on valuations, particularly in the mid...
Read more about Indian IT company outlook (Economic Times)Bajaj Allianz Life CIO Sampath Reddy steps down, to start own fund
As CIO since 2011, Reddy generated 300-400 bps returns on the insurer’s key flagship portfolios
Read more about Sampath Reddy starting his own fund (Fortune India)